AIA
Allied Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9M | Buy |
68,168
+4,303
| +7% | +$568K | 1.57% | 33 |
|
|
2025
Q1 | $9.58M | Buy |
63,865
+7,755
| +14% | +$1.16M | 1.82% | 30 |
|
|
2024
Q4 | $8.53M | Buy |
56,110
+1,265
| +2% | +$192K | 1.72% | 30 |
|
|
2024
Q3 | $9.33M | Buy |
54,845
+736
| +1% | +$125K | 1.85% | 33 |
|
|
2024
Q2 | $8.92M | Buy |
54,109
+1,705
| +3% | +$281K | 2.09% | 25 |
|
|
2024
Q1 | $9.17M | Buy |
52,404
+2,414
| +5% | +$422K | 2.21% | 25 |
|
|
2023
Q4 | $8.49M | Buy |
49,990
+1,509
| +3% | +$256K | 2.31% | 23 |
|
|
2023
Q3 | $8.21M | Buy |
48,481
+434
| +0.9% | +$73.5K | 2.46% | 18 |
|
|
2023
Q2 | $8.9M | Buy |
48,047
+866
| +2% | +$160K | 2.58% | 14 |
|
|
2023
Q1 | $8.6M | Buy |
47,181
+738
| +2% | +$135K | 2.66% | 14 |
|
|
2022
Q4 | $8.39M | Buy |
46,443
+562
| +1% | +$102K | 2.62% | 16 |
|
|
2022
Q3 | $7.49M | Buy |
45,881
+811
| +2% | +$132K | 2.79% | 10 |
|
|
2022
Q2 | $7.51M | Buy |
45,070
+456
| +1% | +$76K | 2.69% | 12 |
|
|
2022
Q1 | $7.47M | Buy |
44,614
+2,702
| +6% | +$452K | 2.43% | 19 |
|
|
2021
Q4 | $7.28M | Buy |
41,912
+1,070
| +3% | +$186K | 2.49% | 18 |
|
|
2021
Q3 | $6.14M | Sell |
40,842
-16
| -0% | -$2.41K | 2.32% | 23 |
|
|
2021
Q2 | $6.05M | Buy |
40,858
+2,744
| +7% | +$407K | 2.28% | 23 |
|
|
2021
Q1 | $5.39M | Buy |
38,114
+1,835
| +5% | +$260K | 2.31% | 25 |
|
|
2020
Q4 | $5.38M | Buy |
36,279
+1,074
| +3% | +$159K | 2.59% | 18 |
|
|
2020
Q3 | $4.88M | Buy |
35,205
+199
| +0.6% | +$27.6K | 2.62% | 18 |
|
|
2020
Q2 | $4.63M | Buy |
35,006
+535
| +2% | +$70.8K | 2.67% | 18 |
|
|
2020
Q1 | $4.14M | Buy |
34,471
+580
| +2% | +$69.7K | 2.99% | 13 |
|
|
2019
Q4 | $4.63M | Buy |
33,891
+665
| +2% | +$90.9K | 2.74% | 20 |
|
|
2019
Q3 | $4.56M | Buy |
33,226
+435
| +1% | +$59.6K | 2.93% | 16 |
|
|
2019
Q2 | $4.3M | Buy |
32,791
+333
| +1% | +$43.7K | 2.88% | 18 |
|
|
2019
Q1 | $3.98M | Buy |
32,458
+1,780
| +6% | +$218K | 2.76% | 19 |
|
|
2018
Q4 | $3.39M | Buy |
30,678
+2,045
| +7% | +$226K | 2.8% | 19 |
|
|
2018
Q3 | $3.2M | Buy |
28,633
+2,476
| +9% | +$277K | 2.38% | 23 |
|
|
2018
Q2 | $2.85M | Buy |
26,157
+1,990
| +8% | +$217K | 2.32% | 22 |
|
|
2018
Q1 | $2.64M | Buy |
+24,167
| New | +$2.64M | 2.17% | 23 |
|